Unclaimed Profile

Lisa Marie Buono

GIRARD ADVISORY SERVICES, LLC·KING OF PRUSSIA, Pennsylvania

SIE, Series 24, Series 27, Series 52TO, Series 53, Series 63, Series 65, Series 99TOClean record14 years registeredGIRARD ADVISORY SERVICES, LLC

555 CROTON ROAD, KING OF PRUSSIA, PA 19406CRD# 2392261Firm CRD# 39163

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Lisa Marie Buono · KING OF PRUSSIA, PA

Registration

CRD #2392261 · GIRARD ADVISORY SERVICES, LLC · 14 years registered

Brand Profile

Not yet started

Career History

GIRARD ADVISORY SERVICES, LLC

Aug 2011 – present

UNIVEST INVESTMENTS, INC.

Jul 2014 – Mar 2015

KING OF PRUSSIA, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 24

Series 27

Series 52TO

Series 53

Series 63

Series 65

Series 99TO

Registration record

First registered · August 26, 2011

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GIRARD ADVISORY SERVICES, LLC

CRD 39163 · SEC 801-60354

AUM

$2.3B

Regulatory assets under management

Employees

4,622 client accounts

Services offered by GIRARD ADVISORY SERVICES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at GIRARD ADVISORY SERVICES, LLC →

Introduction

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Frequently Asked Questions

What services does Lisa Marie Buono offer?

Lisa Marie Buono specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in KING OF PRUSSIA, Pennsylvania for a consultation.

What are Lisa Marie Buono's credentials?

Lisa Marie Buono is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lisa Marie Buono located?

Lisa Marie Buono is based in KING OF PRUSSIA, Pennsylvania, working with GIRARD ADVISORY SERVICES, LLC. Their office serves clients in the KING OF PRUSSIA metropolitan area and surrounding communities.

How does Lisa Marie Buono charge for services?

Lisa Marie Buono's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GIRARD ADVISORY SERVICES, LLC?

GIRARD ADVISORY SERVICES, LLC has approximately 57 employees and manages $2.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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